Sales Accounting

KAVITHA BALAKRISHNAN

*** ****** **, ************, ** 08691

Ph: 609-***-****/ 609-***-****

*******.***@*****.***

Certified Public Accountant with international experience in a variety of

industries including: Financial Services, Information Technology and

Software services, advertising, construction and maintenance,

manufacturing, and professional services.

Extensive experience in accounting, audit, cost and financial analysis

compliance, transfer pricing and taxation. Knowledge of International

Accounting Standards and US GAAP and Auditing Standards. Reputed to be

efficient, detail-oriented, goal driven and excellent team player.

EXPERIENCE / ACCOMPLISHMENTS

Vice President/ Business Unit Controller - The Bank of New Sept 11-

York Mellon (Financial Services Industry) Current

. Business Unit Controller for Technology, Reporting to Managing

Director, Technology Finance Responsible for Technology Service Group

monthly financial consolidation, management reporting and analysis /

commentary, monthly financial reviews with technology product managers

no later than Business Day 5. Responsible for planning, monthly

forecasting and variance reporting. Total budget controlled approx $700M

. Partner with CAO organization to ensure WIP reviews, Project Costing

maintenance, and Quarterly Project Reviews are done in a timely and

correct matter. Support infrastructure charge back process

. Finance lead for all Strategic Sourcing efforts from RFP to potential

contract. Significant amount of coordination required with procurement,

legal, tax & outside consultants for reviewing vendor pricing proposals

. Finance lead for the IT Transformation and Application/ Software

Rationalization Program - responsible for cost improvement validation /

tracking, and meeting all IT Transformation financial goals and

Corporate PMO reporting requirements.

. Quarterly cost re-base lining of the Infrastructure environment to be

able to anticipate real net cost improvements and cost drivers at the

end of the IT Transformation Program.

. Drive the delivery of technology/ business roadmaps across business and

technology stakeholders for infrastructure and ensure roadmaps are

translated to appropriate milestones at business level and are met.

Assess budgetary risks and opportunities at a program, project, and

delivery level

. Review and approve major expenditure projects, participate in SOW and

contract reviews and negotiations

. Working Member -Technology Steering Committee and Operational Excellence

Committee.

. SOX Compliance

. Technology finance lead for acquisition and divestiture projects

Controller - Atlas Systems Inc, Princeton, NJ July 08- Aug 11

(Information Technology / Software Industry)

. Head the accounting and finance functions of the company, reporting to

CEO

. Monthly, quarterly and annual financial statement preparation in

accordance with GAAP, variance analysis, resource utilization

reporting relating to solutions, products, projects, consulting and

professional services

. Cash flow and Working Capital Management

. Vendor and Receivable Management, Expense Management, approval and

control

. Co-ordination and preparation of annual budget process and interim

forecast preparation

. Revenue Recognition for complex contracts including services and

products, technical accounting research

. Transfer pricing implementation and periodic review.

. Coordinate taxation and audit matters of the Company as well as

evaluate international tax strategies for the company

. Work with sales, delivery and development teams on proposal

evaluations, financial strategies, pricing and cost control

. Vet financial aspects of client and vendor contracts and support

negotiations and closing with legal counsel

. Securing and maintaining bank facilities and ensuring compliance with

covenants

. Negotiation and implementation of insurance - Risk Management

. Overall responsibility of global finance of offshore offices in Asia,

accounting staff training and development

. Due diligence for ongoing acquisition opportunities

Sr Accountant- Baldwin Accounting, CPA's, Orlando, FL Jan 07 - July

(Public Accounting) 08

. Tax return preparation - Individuals, Corporations, Partnerships & Non

Residents.

. Setting up accounting and control systems for multiple businesses

including IT Services,

Wholesale distribution networks, offshore oil and gas companies

. Taxation Research and Advice, tax planning

. Outsourced Controllership functions

. Liaise with external auditors and IRS for various clients

Controller - Silvermark LLC, New York, NY Jan 06 - Dec 06

(Import and distribution services)

Monthly Financial Statement preparation

Receivable and payable management

Prepare and coordinate annual budgeting process

Supervise procurement process and sales documentation

Inventory management and control

Introduced sales commission structure

Liaise with external accountants on tax matters including

sales tax and GST

Financial Analyst - Transfer Pricing, Draftfcb New York,

NY (Advertising ) June 04- Nov 05

Reporting to Senior Vice President, Finance, and Interaction with Worldwide

Senior Management.

. Execute Transfer Pricing agreements between various operating units

based in different countries across North America, Canada, Latin

America, Europe and Asia Pacific regions and develop billing model to

transfer worldwide HQ costs to 180 offices around the world keeping in

view international and US tax regulations.

. Liaise with the respective country's auditors and ensure that the

transfer price agreements are in conformity with the tax regulations

and work with regional offices in resolving audit issues in connection

with transfer price and help them with documentation submission to tax

authorities.

. Participate in Merger & Acquisition proposals evaluation and submit

them to the M&A division for approval.

. Real Estate and Capital Expenditure approval for all the worldwide

offices.

. Obtain monthly Capital expenditure and depreciation schedules from

different operating units and ensure they are accurate.

. Revenue and Profitability analysis for major clients, analyze reasons

for Variances.

. Assist in SOX Compliance.

. Participate and coordinate in the completion of quarterly updates and

budgets.

CPA Associate - Ram Associates, Hamilton, NJ July 02-

(Public Accounting) Aug 03

. Preparation of Individual and Corporate Taxation

. Implementing accounting and internal control systems for small/ medium

sized businesses

Financial/ Management Accountant - MJVI Sdn Bhd, Brunei

(Division of Petrofac Limited, UK)

(Oil and Gas Offshore Service & Maintenance) May 97- May

02

. Head the Finance and Accounting functions of the Company.

. Analyze the monthly financials prepared as per International

Accounting Standards and prepare monthly MIS, performance reports and

comparisons against budgets...

. Assisted in preparation and evaluation of tenders, sub contract

packages, negotiation of payment terms.

. Analysis and review of major capital projects and recommending

proposals to the Board.

. Cash flow and Working Capital Management - Management of Receivables,

WIP etc.

. Prepare proposals and feasibility report to the banks for availing

finance for Company's projects and successfully negotiating bank

facilities.

. Internal Control - Identify areas requiring improvement and prepare

procedures for implementation and monitoring them.

. Fixed Asset control and maintenance of Fixed Assets register.

. Supervising General Ledger and subsidiary books of accounts.

. Achieved savings for the Company through restructuring of bank loans.

. Handled all taxation and audit matters of the Company, interface with

KPMG, Brunei

. Managing all the Finance & Accounts Dept. staff of the Company.

. Co-ordination of annual budget process and interim forecast

preparation.

Audit Executive - Sankar & Moorthy, Chartered

Accountants, India

(Public Accounting) Nov 96-

Jan 97

. Responsible for Accounting, audit and taxation of Public and Private

Companies and Individuals.

. Internal and Statutory audit for various Public/ Private sector

Companies.

. Concurrent and statutory audits for Major public sector banks.

. Prepare and submit internal audit reports to the management of

Companies / organizations audited.

. Conduct meetings of the key personnel of the audited entity to

finalize the audit and suggest any corrective actions to be taken.

. Suggest internal control measures and implementation for various

clients.

. Finalize the accounts for submission to the Tax and other authorities.

. Preparation of Income tax, sales tax and other tax returns for

clients.

. Represent the client in tax matters before the Income tax authorities.

. Preparation of Accounting Manuals.

. Manage the staff working in the firm.

Internship - Sankar& Moorthy, Chartered Accountants, India

Oct 93-

Oct 96

. Trained for Chartered Accountancy.

. Involved in Statutory, Internal and Tax, cost audits of

various Companies and Individuals.

. Preparation of Tax Returns (Personal, Sales, Customs,

Corporate).

. Assist in preparing Accounting Manuals and Accounting

packages suiting the needs of the clients.

TECHNICAL SKILLS

Applications: Microsoft office

Accounting Software: ACCPAC, FACT, Quick Books, Hyperion, AS400, People

Soft,

Tax Software - Pro Series, Ultra Tax, Drake

EDUCATION

Certified Public Accountant, American Institute of Certified Public

Accountants, 2001 - Denver, Colorado (Inactive license)

Chartered Accountant, Institute of Chartered Accountants of India, 1996

Bachelor of Commerce, University of Kerala, India, 1993- University First

Rank Holder and Gold Medalist.

Contact this candidate